Broker Check


We drew together the most knowledgeable and talented individuals throughout our organization nationally when we orchestrated the establishment of our Sagemark Consulting Private Wealth Services division. These individuals stand out in our industry for their experience, reputation and results. Here are just some of the resources on our Sagemark Consulting Private Wealth Services team:


Rob Sesich is a Select Member of Sagemark Consulting Private Wealth Services, a preeminent group of financial planners within Lincoln Financial Advisors Corp. who have prodigious experience in wealth management, business continuity,...

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Pat is the Practice Manager for Rob Sesich at the El Paso Lincoln Financial Advisors office. Pat will oversee the day to day operation of the practice. She is the primary El Paso office contact for day to day compliance issues. Pat is...

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Ismael is an Advisor Assistant for Rob Sesich at the El Paso Lincoln Financial Advisors office. Ismael assists in day-to-day operations as well as servicing and maintaining accounts for Rob’s clients. He is the primary client...

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John W. Schatz, CRPC

Director of Financial Planning

John Schatz joined Lincoln Financial Advisors in 2000. John is currently a Director of Financial Planning. John not only works with planners within his offices, but also nationally with planners and managers throughout the Lincoln...

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Robert E. Appel, J.D.*, LL.M., MBA

Second Vice President of National Design/Advanced Planning

Member of the American and Connecticut Bar Associations.

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Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

National Design/Advanced Planning Attorney

Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.

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Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

Primary area of expertise is developing key concepts and strategies for the high net worth market.

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Timothy S. Johnson, J.D.*, CRPC

Chief Investment Strategist

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law.

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Dianna Parker, CFP®

Director of Planning

Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts.

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Douglas B. Richmond

Director, Sagemark Consulting Private Wealth Services

Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.

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Mary T. Young, ChFC®, CRPC, CFP®

Director of Financial Advisory Services

Areas of expertise: Helping to evolve Lincoln’s national planning process; helping to enhance the proprietary financial software as well as the national plan template and sales themes.

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